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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,636 | $29,733+23.2% | $56,025-34.6% | $80,959-54.7% |
| Participation rate | 87.1% | 41.7%+45.4pp | 52.5%+34.6pp | 67.7%+19.4pp |
| Annual return | 18.52% | 35.28%-16.8pp | 1712.69%-1694.2pp | 35.67%-17.1pp |
| Employer contribution / active EE | $1,029 | $672+53.2% | $1,042-1.2% | $2,757-62.7% |
| Participant deferral / active EE | $1,329 | $1,229+8.1% | $1,955-32.0% | $4,300-69.1% |
| Admin fee / account holder | $11,319 | $2,434+365.1% | $2,828+300.2% | $6,925+63.4% |